Nathan Chan

Nathan Chan is a seasoned financial professional with extensive experience at TD, where since September 2020, Nathan has served as a Senior Financial Planner in TD Wealth Financial Planning, focusing on investment tax optimization strategies and estate planning. Nathan commenced the career at TD as a Customer Service Representative and progressed through various positions, including Financial Services Representative, Financial Advisor, and Financial Planner, demonstrating a strong ability to connect clients' portfolios to their personal goals. Nathan achieved significant financial milestones, such as acquiring $13 million in new investment volume in 2015, while also emphasizing the importance of relationship management and client referrals. Nathan holds a Bachelor of Integrated Sciences in Environmental Sciences and Decision Planning from The University of British Columbia, completed in 2015.